VIP
Viewpoint Investment Partners Portfolio holdings
AUM
$183M
This Quarter Return
-0.91%
1 Year Return
+10.14%
3 Year Return
+22.02%
5 Year Return
+40.54%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+13%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
12.01%
Top 10 Holdings %
Top 10 Hldgs %
99.61%
Holding
14
New
1
Increased
5
Reduced
5
Closed
2
Top Buys
| 1 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$7.75M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$7.15M |
| 3 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
$4.17M |
| 4 |
iShares Global REIT ETF
REET
|
$4.08M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.33M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.49M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$510K |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$392K |
| 4 |
iShares Gold Trust
IAU
|
$278K |
| 5 |
iShares MSCI United Kingdom ETF
EWU
|
$210K |
